Business Details
30 Years
experience
Your Trusted Accounting Partner in San Jose, CA
At Dunham Associates, CPAs, we are committed to delivering exceptional accounting services tailored to the unique needs of each client. Our firm combines personalized attention with sophisticated, forward-looking strategies to ensure businesses and individuals receive the highest level of expertise. With decades of combined experience, we specialize in tax planning, financial consulting, and wealth management, helping clients grow profits, reduce tax liabilities, and achieve long-term financial goals. Our team of certified professionals, including CPAs, Enrolled Agents, and Personal Financial Specialists, brings deep industry knowledge and a client-first approach to every engagement. We serve a diverse clientele across Silicon Valley, offering customized solutions for complex tax challenges, business advisory needs, and investment management.Our registered investment advisory division, DWR Wealth Management LLC, operates under strict ethical standards, providing unbiased financial planning and portfolio management. Founded in 1996, our firm has built a reputation for integrity, technical excellence, and unwavering dedication to client satisfaction. We prioritize understanding each client's unique circumstances to develop strategies that align with their personal and professional objectives. Our commitment to continuous learning and innovation ensures clients benefit from the latest industry insights and compliance expertise. By maintaining a boutique firm structure, we guarantee direct access to senior professionals while upholding the rigor and resources of a large-scale practice.
Services
Outsourced CFO Services
QuickBooks Training
401k Audits
Business Advisory
Tax Planning
Real Estate Tax
International Tax
Tax Disputes
Financial Planning
Wealth Management
Details
- Year established: 1996
Highlights and features
- We provide personalized attention with sophisticated, forward-looking strategies.
- Our team includes CPAs, PFS, and EA certified professionals.
- We specialize in tax planning for high net worth individuals and Silicon Valley businesses.
- We offer comprehensive wealth management services as a registered investment advisor.
- Our firm has served clients since 1996 with ethical and professional standards.
Associations and certifications
- California Department of Corporations
Services
Tax Preparation and Planning
We offer comprehensive tax preparation and planning for individuals and businesses, focusing on minimizing liabilities and optimizing financial strategies. Our expertise includes handling complex tax challenges, international tax compliance, and real estate-related tax issues. By staying current with evolving regulations, we ensure accurate filings and proactive planning to support long-term financial health.
Wealth Management
DWR Wealth Management provides fee-based investment management and financial planning tailored to high net worth individuals and businesses. Our services include retirement planning, estate strategies, and portfolio management. As a registered investment advisor, we maintain an independent, non-commissioned approach to deliver unbiased, ethical guidance aligned with client goals.
Business Advisory Services
We assist businesses with entity selection, profit projections, and compensation analysis to drive growth and operational efficiency. Our advisory services extend to nonprofit organizations, litigation support, and 401k audit management. By combining industry expertise with personalized strategies, we help clients navigate complex financial landscapes and achieve sustainable success.
International Tax
Our international tax services address the needs of expatriates and clients with foreign accounts, focusing on compliance and penalty avoidance. We provide strategic guidance for cross-border transactions and reporting requirements, ensuring adherence to U.S. and international tax laws while optimizing financial outcomes for globally connected clients.
Tax Controversies
We represent clients in tax controversies involving collections, liens, levies, and offers in compromise. Our team develops tailored strategies to resolve disputes with tax authorities, prioritizing favorable outcomes through negotiation and compliance solutions. With deep expertise in tax code, we advocate for clients while minimizing financial and legal risks.
People
Rick D. Dunham
Founder & Managing Partner
Rick founded Dunham Associates, CPAs in 1996 and specializes in tax and financial planning for Silicon Valley clients. He holds CPA, EA, and PFS certifications and oversees firm strategy while maintaining a hands-on role in client service.
Michael K. Park
CPA
Mike specializes in individual and small business tax services and financial statement audits. A University of Oregon graduate, he has served Bay Area clients since 2000 and contributes to United Way audit reviews.
Jon Mills
CPA
Jon focuses on small business taxation and 401k audits, leveraging his financial industry background. A University of the Pacific graduate, he has worked with Dunham Associates since 2002 and serves Bay Area clients.
Questions
What accounting services do you offer for businesses?
We provide outsourced CFO services, business advisory, tax planning, entity selection, profit projections, and 401k audit management tailored to small and mid-sized businesses.
Do you specialize in tax planning for high net worth individuals?
Yes, we specialize in complex tax planning, real estate taxation, international tax compliance, and wealth management for high net worth individuals in Silicon Valley.
What is DWR Wealth Management's approach to financial planning?
DWR Wealth Management offers fee-based, non-commissioned investment management and financial planning focused on retirement, estate strategies, and personalized portfolio solutions.
How do you handle tax controversies or disputes?
We represent clients in tax disputes involving liens, levies, and offers in compromise, developing strategies to resolve issues with tax authorities while minimizing financial impact.
Are your services available to nonprofit organizations?
Yes, we provide tax reporting, compliance, and financial advisory services for nonprofit organizations, including compensation analysis and operational planning.
